Financial planning

Financial planning - THINKING AHEAD. WITH CLEAR FOCUS.

We've spent years thinking ahead, to help our clients live the future they want. We’ll use our expertise to help you do the same.

STARX에서의 재무 계획

미래를 위한 명확한 재무 계획을 세우는 것은 안심할 수 있는 기반이 됩니다. 저희 재무 계획 전문가와 1:1로 협력함으로써, 귀하는 재무 목표를 달성하는 데 도움이 될 전문적인 조언과 전략적 통찰을 얻게 될 것입니다.

저희 재무 계획 전문가들은 예상치 못한 재정 상황을 자신 있게 헤쳐나갈 수 있도록 지원하는 데 전념하고 있습니다.

우리는 귀하의 현재 상황, 장기적인 필요, 그리고 개인적인 목표를 이해하는 것부터 시작합니다. 이러한 정보를 바탕으로 귀하와 협력하여 명확하고 구체적인 재무 목표를 설정하고, 복잡성을 단순화하여 귀하가 진정으로 중요한 것에 집중할 수 있도록 돕습니다. 결국 가장 효과적인 재무 계획은 항상 개인의 목표에 맞춰져야 합니다.

FOCUSED FINANCIAL PLANNING

An ongoing advisory service focused around an annual meeting (usually conducted remotely) to understand your personal circumstances and objectives, and an annual suitability review (reviewing your investment portfolio, your investment mandate and the use of appropriate associated tax allowances) to assist you in meeting your needs and objectives.

This service can cover you and (if applicable) your spouse or partner and your children under the age of 18 (with you acting on their be-half).

HOLISTIC FINANCIAL PLANNING

An ongoing advisory service that takes into account the whole of your wealth, not just your investment portfolio.

As well as an annual meeting and annual suitability review, the service includes a financial plan, to help chart and guide your progress relative to your personal objectives. This can also include an annual consolidated wealth statement showing your overall net worth.

In addition to you and your spouse or partner benefiting from the service your children under the age of 18, and adult children aged between 18-24 can be included in the service. This will provide them with a solid financial start to life.

FAMILY FINANCIAL PLANNING

An ongoing advisory service that considers not only the whole of your wealth but also that of your wider family, including adult children of any age and your grandchildren under the age of 18. This service is designed to support you if you are looking to successfully pass wealth on to future generations over your lifetime and upon death, to provide you and your family with continuity of planning and service.

As well as an annual meeting (conducted in person), annual suitability review, an update to the initial financial plan and consolidated wealth statement, an optional additional meeting (perhaps with other third-party professionals, to ensure a joined-up approach to your family’s planning) is available on request.

ONE-OFF FINANCIAL ADVICE

귀하의 재무 계획 팀

귀하의 개인 상황을 잘 이해하는 전담 팀이 귀하를 지원할 것입니다. 귀하의 재무 플래너가 주된 연락 담당자로서 귀하에게 맞춤형 관심을 제공할 것을 보장합니다. 추가 팀원들은 추가적인 지원을 제공하기 위해 자주 회의에 참석할 것입니다.
이 팀은 또한 필요에 따라 호출되거나 회의에 참석하여 전문적인 통찰을 제공할 수 있는 다양한 사내 전문가, 연구원 및 분석가에 접근할 수 있습니다.